Gavin Graham

Believes inverted yield curve suggests recession on its way (short term rates higher than long term rates).
US Fed pause on interest rate hikes only temporary.
Stock market valued too high, waiting for correction.
2000-2002 bear market similar to what is happening now. 
Enormous valuations in tech (Tesla etc.) are not sustainable. 

Believes demand for commodities will continue to rise.
Demand for copper in EV car transition growing.
Current valuation presenting good buying opportunity for long term investors.
Recent 51% ownership in Chile mine good for business. 
Strong dividend yield.

Plumbing business for residential market.
Growing very steadily.
Biden Infrastructure Bill will benefit company.
Margins expanding with excellent management.
Current valuation good for investors. 

Current stock price good value pick.
New CEO will be good for the business (new set of eyes).
Revised plan of business units (will remove unprofitable business lines).
6.5% dividend yield very attractive for investors. 

Recent high in gold prices good for company.
Expecting further gains on stock.
Demand for commodities rising with EV transition.
Enormous growth stock. 

Rising cost of insurance due to inflation - hard on business margins.
Long term, still believes in business.
Insurance a required product for all people.
Largest provider of pet insurance. 

Expecting oilfield services demand to rise.
Record revenue and pricing power.
IoT tech for energy industry - very good product.
Record # of oil wells being drilling (since 2014).
Will continue to hold. 

Current valuation very attractive.
Generating lots of cash even with low gas prices.
New project in NE BC will generate more revenues.
Good time to buy for long term holder.
Very profitable business with safe dividend yield.

Good business model during recessionary times.
Large revenue growth and excellent stock performance.
Excellent retail footprint.
Very good management team.
Sales growth in double digits.

Strong business with excellent assets (hard to replicate).
Safe dividend yield ~7%.
Defensive stock good for long term investors.
Investors paid to wait for capital growth.
Security of supply with fixed term contracts. 

Top tier performer.
Excellent management team led by Murray Edwards.
Strong dividend yield.
Record profits even with lower prices.
Demand for energy not going anywhere.

Good business model with cyber security demand.
Excellent business with good long term prospects.
High margins on products.
Demand for business not going anywhere. 

Excellent company, owns shares in company.
~5% dividend yield.
Growing middle class & population in Canada will require insurance.
Rising interest rates will decrease liabilities (good for business).

Too late to invest in company - stock price too high.
Wait for shares to fall before buying.
Strong business, but valuation too high.
20-30x revenue trading price too high.

Utilities business generally safe business.
Management problems weighing on performance of company.
Too much debt for company of its size.
Good long term investment if willing to hold.
Unsure on future of dividend sustainability.